SC
Sharon Consoli
from Rpg Family Wealth Advisory, LLC
Sharon Consoli is a financial advisor based in Massachusetts, Burlington,
with 11 years of experience. Sharon currently works for
Rpg Family Wealth Advisory, LLC.
Sharon maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sharon Consoli works at Rpg Family Wealth Advisory, LLC
Rpg Family Wealth Advisory, LLC is a financial advisory firm based in Burlington, Massachusetts. It currently has approximately $410,680,844 of assets under management and employs about 17 people. Rpg Family Wealth Advisory, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
25 Burlington Mall Road, Suite 404, Burlington, Massachusetts, 1803
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